here’s what you’re looking for: sandi smith leyva

they don’t know they need it, but we have to remember to offer it.

by sandi smith leyva
the accountant’s accelerator

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

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it comes down to what’s in your new client funnel.

by sandi smith leyva
the accountant’s accelerator

you may have heard about the marketing funnel before. there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services and prices.

more on small-firm growth strategies: 8 must-haves for a prospect kit | whip out the wow factor for clients | how to work the same hours and make more money | if you’re a ‘best-kept secret’ cut it out! | busy season surval tips: 5 ways to turn a tough day into a great one | take advantage of 4 key marketing strategies  | four ways to stop leaving money on the table

the funnel can be pictured like a big “v.”  at the top, wide-open part, there are a lot of prospects interested in your services and products. at the bottom, narrow part, there are a few select customers who buy the most from you. read more →

and 10 ways to go beyond the expected.

by sandi smith leyva
the accountant’s accelerator

if you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect. you may have a very structured way of going about this, and you may not.

in any case, building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects. and, it’s absolutely essential as you move into larger and larger business deals.

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sometimes it really is the thought that counts.

by sandi smith leyva
the accountant’s accelerator

you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience.

just a little forethought and planning will make a huge difference.

here are five tips for your consideration:

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